Peak Financial Advisors LLC
CIK Number: 0001843309
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MTBA | Simplify MBS ET... | 49.87 | +0.09% | 361.21K | -8.39% | 17.95M | 50.58 | 9.34% |
| 2 | BUCK | Simplify Stable... | 23.59 | +0.02% | 524.72K | +2.87% | 12.88M | 24.57 | 6.70% |
| 3 | GLDM | SPDR Gold MiniS... | 66.70 | -0.52% | 225.78K | -0.35% | 11.74M | 37.97 | 6.11% |
| 4 | SPLG | SPDR Portfolio ... | 70.25 | -0.07% | 161.95K | +1.54K% | 11.16M | 68.05 | 5.81% |
| 5 | SVOL | Simplify Volati... | 16.81 | -0.88% | 486.86K | +1.52% | 10.12M | 22.5 | 5.26% |
| 6 | CTA | Simplify Manage... | 27.80 | -0.27% | 324.68K | +3.10% | 9.06M | 25.92 | 4.71% |
| 7 | ANGL | VanEck Fallen A... | 28.86 | +0.05% | 284.5K | +42.12% | 8.16M | 29.19 | 4.24% |
| 8 | INDA | iShares MSCI In... | 53.80 | -0.07% | 123.64K | +1.22% | 6.51M | 44.54 | 3.38% |
| 9 | EMB | iShares J.P. Mo... | 91.00 | -0.08% | 69.53K | -0.18% | 6.19M | 88.89 | 3.22% |
| 10 | AAPL | Apple Inc. | 196.65 | +0.51% | 16.88K | +247.17% | 4.23M | 225.73 | 2.20% |
| 11 | MOAT | VanEck Mornings... | 90.78 | -0.22% | 42.84K | -0.52% | 3.97M | 79.36 | 2.07% |
| 12 | META | Meta Platforms,... | 695.19 | -0.29% | 6.26K | -0.89% | 3.67M | 505.49 | 1.91% |
| 13 | GOOGL | Alphabet Inc. | 173.24 | -1.54% | 19.25K | -0.25% | 3.64M | 165.85 | 1.89% |
| 14 | AMZN | Amazon.com, Inc... | 212.83 | -0.93% | 16.38K | -2.15% | 3.59M | 140.1 | 1.87% |
| 15 | MPWR | Monolithic Powe... | 694.68 | +0.55% | 5.41K | +100.00% | 3.2M | 591.7 | 1.66% |
| 16 | COST | Costco Wholesal... | 974.23 | -0.36% | 3.48K | -1.42% | 3.19M | 481.49 | 1.66% |
| 17 | AXP | American Expres... | 296.45 | +1.24% | 10.7K | -1.29% | 3.17M | 271.2 | 1.65% |
| 18 | ANET | Arista Networks... | 90.14 | +0.52% | 28.48K | +100.00% | 3.15M | 110.53 | 1.64% |
| 19 | BRO | Brown & Brown, ... | 108.30 | +0.17% | 29.77K | +100.00% | 3.04M | 102.02 | 1.58% |
| 20 | SGOV | iShares 0-3 Mon... | 100.57 | +0.03% | 30.26K | +100.00% | 3.04M | 100.32 | 1.58% |
| 21 | TT | Trane Technolog... | 419.48 | -0.59% | 8.15K | +100.00% | 3.01M | 369.35 | 1.57% |
| 22 | PHM | PulteGroup, Inc... | 99.13 | +0.42% | 27.46K | -0.9% | 2.99M | 105.81 | 1.56% |
| 23 | RMD | ResMed Inc. | 250.85 | +0.30% | 13K | +100.00% | 2.97M | 228.69 | 1.55% |
| 24 | MMM | 3M Company | 142.44 | +0.16% | 22.4K | +100.00% | 2.89M | 129.09 | 1.50% |
| 25 | PM | Philip Morris I... | 182.40 | -0.58% | 23.62K | +100.00% | 2.84M | 120.35 | 1.48% |
| 26 | NFLX | Netflix, Inc. | 1221.28 | +0.05% | 3.16K | +0.51% | 2.81M | 710.19 | 1.46% |
| 27 | NTAP | NetApp, Inc. | 102.77 | -0.42% | 23.94K | +0.73% | 2.78M | 123.46 | 1.45% |
| 28 | XMHQ | Invesco S&P Mid... | 96.09 | +0.09% | 24.38K | +100.00% | 2.4M | 98.47 | 1.25% |
| 29 | QUAL | iShares MSCI US... | 176.53 | -0.71% | 13.45K | +1.55% | 2.4M | 171.29 | 1.25% |
| 30 | CNQ | Canadian Natura... | 33.57 | -1.29% | 76.7K | -1.29% | 2.37M | 17.58 | 1.23% |
| 31 | BBJP | JPMorgan BetaBu... | 60.26 | +1.08% | 42.64K | -52.25% | 2.34M | 51.26 | 1.22% |
| 32 | URA | Global X Uraniu... | 37.78 | +0.59% | 65.28K | -0.1% | 1.75M | 19.56 | 0.91% |
| 33 | XLU | Utilities Selec... | 80.50 | +0.19% | 21.25K | +0.64% | 1.61M | 67.78 | 0.84% |
| 34 | XLE | Energy Select S... | 88.04 | -0.7% | 18.46K | +4.48% | 1.58M | 90.84 | 0.82% |
| 35 | LMT | Lockheed Martin... | 468.20 | -2.32% | 3.2K | +100.00% | 1.56M | 485.94 | 0.81% |
| 36 | XHB | SPDR S&P Homebu... | 93.25 | +0.11% | 12.69K | +100.00% | 1.33M | 104.5 | 0.69% |
| 37 | CL | Colgate-Palmoli... | 88.05 | -0.65% | 14.46K | +100.00% | 1.31M | 90.91 | 0.68% |
| 38 | NVR | NVR, Inc. | 6971.58 | -0.31% | 151 | +100.00% | 1.24M | 8178.89 | 0.64% |
| 39 | GD | General Dynamic... | 278.38 | -1.04% | 4.59K | -54.09% | 1.21M | 302.2 | 0.63% |
| 40 | HCA | HCA Healthcare,... | 376.51 | +1.09% | 3.74K | +100.00% | 1.12M | 300.15 | 0.58% |
| 41 | AMAT | Applied Materia... | 172.86 | -0.71% | 6.68K | -57.81% | 1.09M | 202.05 | 0.56% |
| 42 | MTD | Mettler-Toledo ... | 1147.22 | -0.29% | 859 | -58.7% | 1.05M | 1499.7 | 0.55% |
| 43 | KLAC | KLA Corporation | 871.83 | -2.37% | 1.62K | -58.69% | 1.02M | 774.41 | 0.53% |
| 44 | FCTE | SMI 3Fourteen F... | 25.64 | -0.5% | 35.72K | +8.38% | 926.14K | 27.56 | 0.48% |
| 45 | QQQM | Invesco NASDAQ ... | 217.74 | -0.04% | 4.11K | +0.17% | 865.16K | 144.87 | 0.45% |
| 46 | XLF | Financial Selec... | 50.20 | -0.08% | 16.86K | -0.41% | 814.7K | 41.2 | 0.42% |
| 47 | AHR | American Health... | 35.75 | +0.82% | 25.11K | -6.74% | 713.72K | 14.52 | 0.37% |
| 48 | KMI | Kinder Morgan, ... | 27.57 | +0.35% | 23.97K | -0.99% | 656.74K | 16.75 | 0.34% |
| 49 | MC | Moelis & Compan... | 56.56 | +0.87% | 8.36K | -1.58% | 617.85K | 55.45 | 0.32% |
| 50 | T | AT&T Inc. | 27.64 | -0.02% | 26.15K | +0.88% | 595.5K | 19.16 | 0.31% |
| 51 | CODI | Compass Diversi... | 6.39 | +4.75% | 25.29K | +1.64% | 583.71K | 23.58 | 0.30% |
| 52 | GILD | Gilead Sciences... | 108.11 | +0.10% | 5.94K | -1.51% | 548.65K | 70.23 | 0.29% |
| 53 | XLC | Communication S... | 103.41 | -0.01% | 5.49K | 0.00% | 531.29K | 68.44 | 0.28% |
| 54 | ENB | Enbridge Inc. | 44.98 | -2.14% | 12.34K | +1.13% | 523.37K | 38.55 | 0.27% |
| 55 | MO | Altria Group, I... | 59.41 | +0.70% | 9.95K | +0.32% | 520.4K | 47.58 | 0.27% |
| 56 | OMF | OneMain Holding... | 53.65 | +2.11% | 9.59K | +3.34% | 499.84K | 49.67 | 0.26% |
| 57 | WEC | WEC Energy Grou... | 103.71 | -0.37% | 5.24K | +0.98% | 492.64K | 78.07 | 0.26% |
| 58 | NNN | National Retail... | 42.67 | +0.64% | 11.28K | +0.37% | 460.62K | 42.28 | 0.24% |
| 59 | NSA | National Storag... | 32.88 | -0.11% | 11.97K | -1.89% | 453.71K | 33.44 | 0.24% |
| 60 | VICI | VICI Properties... | 32.34 | +0.05% | 15.2K | +2.01% | 443.97K | 30.37 | 0.23% |
| 61 | NVDA | NVIDIA Corporat... | 145.35 | +0.86% | 3.23K | +3.79% | 433.62K | 91.97 | 0.23% |
| 62 | STWD | Starwood Proper... | 20.09 | +1.18% | 22.48K | +0.99% | 426.1K | 18.78 | 0.22% |
| 63 | STAG | STAG Industrial... | 36.30 | +0.51% | 12.41K | +2.95% | 419.88K | 36.17 | 0.22% |
| 64 | AMT | American Tower ... | 215.51 | +0.17% | 2.28K | -1.55% | 418.56K | 195.68 | 0.22% |
| 65 | BCC | Boise Cascade C... | 83.91 | -0.18% | 3.46K | 0.00% | 411.03K | 119.64 | 0.21% |
| 66 | IWF | iShares Russell... | 405.89 | -0.16% | 912 | -8.89% | 366.24K | 244.72 | 0.19% |
| 67 | SPHY | SPDR Portfolio ... | 23.48 | +0.11% | 14.86K | -1.56% | 348.86K | 23.02 | 0.18% |
| 68 | MSFT | Microsoft Corpo... | 480.04 | +0.42% | 768 | -90.1% | 323.71K | 424.82 | 0.17% |
| 69 | UNP | Union Pacific C... | 221.93 | +0.61% | 1.28K | 0.00% | 292.8K | 214.06 | 0.15% |
| 70 | XLRE | The Real Estate... | 41.84 | +0.18% | 6.98K | +100.00% | 284.04K | 40.67 | 0.15% |
| 71 | SPAB | SPDR Portfolio ... | 25.32 | +0.10% | 11.18K | +37.55% | 279.39K | 24.9 | 0.15% |
| 72 | HR | Healthcare Real... | 15.04 | +0.80% | 10.69K | -61% | 181.1K | 15.72 | 0.09% |
| 73 | SOTK | Sono-Tek Corpor... | 3.79 | +1.07% | 14.52K | 0.00% | 58.23K | 4.9 | 0.03% |